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Concourse Financial Group Securities’s Lincoln National LNC Stock Holding History

Concourse Financial Group Securities’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,019
Closed -$34.1K – 1209
2024
Q4 		$34.1K Sell
1,019
-100
-9% -$3.33K ﹤0.01% 1355
2024
Q3 		$35.3K Sell
1,119
-111
-9% -$3.46K ﹤0.01% 1316
2024
Q2 		$38.3K Buy
1,230
+111
+10% +$3.36K ﹤0.01% 1294
2024
Q1 		$35.7K Sell
1,119
-100
-8% -$2.76K ﹤0.01% 1327
2023
Q4 		$32.9K Hold
1,219
– – ﹤0.01% 1306
2023
Q3 		$30.1K Sell
1,219
-100
-8% -$2.62K ﹤0.01% 1295
2023
Q2 		$34K Hold
1,319
– – ﹤0.01% 1237
2023
Q1 		$29.6K Hold
1,319
– – ﹤0.01% 1315
2022
Q4 		$40.5K Sell
1,319
-499
-27% -$19.8K ﹤0.01% 1169
2022
Q3 		$80K Hold
1,818
– – 0.01% 800
2022
Q2 		$85K Sell
1,818
-40
-2% -$2.28K 0.01% 874
2022
Q1 		$121K Sell
1,858
-168
-8% -$11.5K 0.01% 793
2021
Q4 		$138K Sell
2,026
-1
-0% -$71 0.01% 867
2021
Q3 		$139K Buy
2,027
+7
+0.3% +$457 0.01% 847
2021
Q2 		$127K Sell
2,020
-34
-2% -$2.24K 0.01% 883
2021
Q1 		$128K Sell
2,054
-84
-4% -$4.64K 0.01% 832
2020
Q4 		$108K Sell
2,138
-54
-2% -$2.3K 0.01% 852
2020
Q3 		$69K Buy
2,192
+3
+0.1% +$107 0.01% 926
2020
Q2 		$81K Sell
2,189
-183
-8% -$6.44K 0.01% 798
2020
Q1 		$62K Buy
2,372
+559
+31% +$26.5K 0.01% 814
2019
Q4 		$107K Buy
1,813
+176
+11% +$10.4K 0.01% 691
2019
Q3 		$99K Sell
1,637
-214
-12% -$12.8K 0.02% 450
2019
Q2 		$119K Sell
1,851
-130
-7% -$8.31K 0.01% 622
2019
Q1 		$116K Sell
1,981
-253
-11% -$15K 0.01% 644
2018
Q4 		$114K Buy
2,234
+1,144
+105% +$69.5K 0.01% 603
2018
Q3 		$74K Buy
+1,090
New +$71.9K 0.02% 502

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concourse Financial Group Securities's LNC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Lincoln National (LNC) in Q1 2025, closing a stake of 1,019 shares — an estimated $34.1K sold.

Concourse Financial Group Securities first reported a position in LNC in Q3 2018 and held it in 26 quarters. The position peaked at $139K in Q3 2021. 570 funds tracked by Wall St. Rank hold LNC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Lincoln National position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,019 Lincoln National shares in Q1 2025, an estimated $34.1K.
  • Concourse Financial Group Securities first reported a position in Lincoln National in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Lincoln National position peaked at $139K in Q3 2021.
  • 570 funds tracked by Wall St. Rank held Lincoln National as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.